Investor Services Associate
Position responsibilities:
- Respond to telephone and email inquiries and requests from internal and external clients in a timely, comprehensive, and accurate manner.
- Maintain investor information and process database changes.
- Perform investor account setups, oversee investor transactions, and perform reconciliation processes across multiple Fund administrators.
- Perform reconciliations of investor transaction and position activity using accounting and performance data.
- Deliver operational support to investors and OCIO clients.
- Maintain a thorough understanding of products, eligibility requirements, investment programs and operating procedures.
- Assist in recommending, evaluating, and implementing enhancements to processes and systems.
- Perform, manage, and assist with other related projects.
Requirements:
- Undergraduate degree required from an accredited college/university. Related financial services experience a plus.
- Return to work candidates are encouraged to apply.
- Individuals must be team-oriented and committed to proactively identifying and solving problems. Accuracy and attention to detail is critical.
- Series 7 & 63 FINRA licenses are required. (Can be acquired within 120 days after joining Commonfund)
- Ability to manage multiple projects under tight deadlines.
- Ability to work as part of a team to accomplish broader goals and objectives.
- Client communication experience preferred.
- Strong computer skills and working knowledge of Microsoft office products.
- Ability to work additional hours as needed.
The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
